2025Q3中国消费级AR市场爆发式增长 VR格局微调行业潜力可期

ITBEAR科技资讯11-15

根据知名市场研究机构CINNO Research最新发布的行业报告，中国消费级AR/VR眼镜市场在第三季度迎来显著增长，总销量攀升至16.9万台，环比提升17%，同比增幅达57%。这一数据反映出市场正处于快速扩张阶段，其中AR设备成为主要增长引擎，而VR市场则在价格竞争与技术迭代中呈现结构性调整。在AR领域，第三季度销量突破13.0万台，同比激增109%。这一爆发式增长得益于新品集中上市、供应链...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2583680462?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-11-15 06:41","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2583680462","market":"us","top_or_hot":-1,"title":"2025Q3中国消费级AR市场爆发式增长 VR格局微调 行业潜力可期","media":"ITBEAR科技资讯","content":"<div>\n<p>根据知名市场研究机构CINNO Research最新发布的行业报告，中国消费级AR/VR眼镜市场在第三季度迎来显著增长，总销量攀升至16.9万台，环比提升17%，同比增幅达57%。这一数据反映出市场正处于快速扩张阶段，其中AR设备成为主要增长引擎，而VR市场则在价格竞争与技术迭代中呈现结构性调整。在AR领域，第三季度销量突破13.0万台，同比激增109%。这一爆发式增长得益于新品集中上市、供应链...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115071808976a3e3f&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2025Q3中国消费级AR市场爆发式增长 VR格局微调 行业潜力可期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2025Q3中国消费级AR市场爆发式增长 VR格局微调 行业潜力可期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-15 06:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115071808976a3e3f&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据知名市场研究机构CINNO Research最新发布的行业报告，中国消费级AR/VR眼镜市场在第三季度迎来显著增长，总销量攀升至16.9万台，环比提升17%，同比增幅达57%。这一数据反映出市场正处于快速扩张阶段，其中AR设备成为主要增长引擎，而VR市场则在价格竞争与技术迭代中呈现结构性调整。在AR领域，第三季度销量突破13.0万台，同比激增109%。这一爆发式增长得益于新品集中上市、供应链...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115071808976a3e3f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2236285917.USD","symbol_name":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115071808976a3e3f&s=b","article_id":"2583680462","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115071808976a3e3f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2583680462","pubTimestamp":1763160066,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"在AR领域，第三季度销量突破13.0万台，同比激增109%。品牌格局方面，雷鸟创新凭借10月底推出的AIR 4系列巩固了市场领先地位。VR市场在第三季度呈现稳健增长态势，销量达4.0万台，环比增长8%。2025年第三季度，全球AR/VR行业完成33笔投融资，总金额约55亿元。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","AR":"Antero Resources Corp","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","META":"Meta Platforms, Inc.","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","VR":"GLOBAL X METAVERSE ETF","BK4585":"ETF&股票定投概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4587":"ChatGPT概念","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","SG9999001077.SGD":"United International Growth Fund SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1732800096.USD":"摩根大通环球收益基金A (irc)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC"},"translate_title":"China's consumer AR market will grow explosively in 2025Q3, and the VR landscape will be fine-tuned, and the industry will have promising potential","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AR":1.5,"VR":1.5,"META":0.9},"content_text":"根据知名市场研究机构CINNO Research最新发布的行业报告，中国消费级AR/VR眼镜市场在第三季度迎来显著增长，总销量攀升至16.9万台，环比提升17%，同比增幅达57%。这一数据反映出市场正处于快速扩张阶段，其中AR设备成为主要增长引擎，而VR市场则在价格竞争与技术迭代中呈现结构性调整。在AR领域，第三季度销量突破13.0万台，同比激增109%。这一爆发式增长得益于新品集中上市、供应链成本优化以及AI技术的深度整合。品牌格局方面，雷鸟创新凭借10月底推出的AIR 4系列巩固了市场领先地位。该产品首次搭载HDR显示技术与AI 3D视频功能，显著提升了视觉体验，成为销量增长的核心驱动力。乐奇（Rokid）则通过Rokid Glasses新品的强势表现跃升至第二位，其单绿色Micro LED技术产品在提示类AR眼镜市场快速渗透，销量环比增长149%。XREAL在3000-4000元中高端价格段的市场份额显著提升，通过扩大视场角与增强运算能力强化了技术品牌形象。影目、阿里夸克等品牌的新品发布进一步激活了市场消费潜力。技术层面，Micro OLED屏幕在AR观影类设备中的渗透率达到73%，成为主流选择。单绿色Micro LED技术则凭借乐奇等品牌的推动，在提示类眼镜市场实现快速增长。这种技术迭代与产品创新的良性循环，为AR市场的持续扩张提供了坚实基础。VR市场在第三季度呈现稳健增长态势，销量达4.0万台，环比增长8%。meta通过Quest 3S的低价策略成功扩大市场份额，加剧了头部品牌的竞争。Fast LCD屏幕在中低端VR设备中的销量占比攀升至91%，京东方以43%的份额稳居供应链首位，凸显成本控制与供应链管理的重要性。Pancake光学方案虽短期内份额有所收缩，但仍以49%的占比保持领先地位。歌尔光学在光博会上推出的多系列轻量化光学方案，满足了市场对设备便携性与画质提升的双重需求。meta Display新品采用的LCoS技术开始崭露头角，预计将推动相关产品销量增长。值得关注的是，VR市场的品牌集中度有所下降。除PICO与meta的头部竞争外，更多品牌开始在细分场景与价格带布局，市场竞争逐渐从单一价格战转向技术差异化与体验个性化。这种转变标志着行业正从粗放式增长向精细化运营过渡。资本市场的活跃为行业技术突破提供了重要支撑。2025年第三季度，全球AR/VR行业完成33笔投融资，总金额约55亿元。国内市场表现尤为突出，完成18笔融资，产业链上游硬件厂商与终端企业成为投资热点。JBD、烟山科技等企业在Micro LED显示领域加大投入，至格科技、耐德佳专注于光学方案创新，VITURE、影目等品牌则通过AI技术推动软硬件生态协同发展。这些精准布局为行业技术迭代与产品升级奠定了基础。CINNO Research首席分析师周华指出，AR/VR市场的持续增长源于技术成熟度、产品体验与消费需求的三重驱动。中金公司预测，到2026年，随着AI模型优化、续航能力提升以及全彩光波导技术的成熟，AR眼镜有望进入快速发展期，甚至可能挑战手机作为AI时代核心交互入口的地位。从消费娱乐到行业应用，AR/VR技术正在加速渗透各个领域，推动数字化转型向更深层次发展。随着AI与XR技术的深度融合，设备的交互智能性与场景适应性将持续增强，为用户带来更具沉浸感与个性化的体验，同时开启智能交互的新纪元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2583680462","isCrawlerRequest":true}

2025Q3中国消费级AR市场爆发式增长 VR格局微调 行业潜力可期

精彩评论

2025Q3中国消费级AR市场爆发式增长 VR格局微调行业潜力可期